Filed December 30, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $755,317 |
IFM INVESTORS PTY LTD1 year Service code 28 114 WEST 47TH STREET, 26TH FLOOR · NEW YORK, NY 10036 | Investment Management | $743,614 |
INVESCO2 years Filed as: INVESCO ADVISERS, INC. Service code 19 1555 PEACHTREE STREET · ATLANTA, GA 30309 | Securities Custodian | $715,984 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 12-0359999 | Investment Management | $667,435 |
ARTISAN PARTNERS5+ years Service code 28 · EIN 30-0551775 | Investment Management | $588,454 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 | Investment Management | $576,641 |
Filed as: PARAMETRIC Service code 19 3600 MINNESOTA DRIVE STE 325 · MINNEAPOLIS, MN 55435 | Securities Custodian | $569,376 |
HARBOURVEST PARTNERS LP2 years Filed as: HARBOURVEST PARTNERS, LLC Service code 19 ONE FINANCIAL CENTER, 44TH FLOOR · BOSTON, MA 02111 | Securities Custodian | $383,423 |
Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 19 · EIN 81-4017137 | Securities Custodian | $359,536 |
NEUBERGER BERMAN1 year Filed as: NEUBERGER BERMAN INVESTMENT ADVISER Service code 19 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Securities Custodian | $349,953 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $165,322-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.0%0pp |
| Annual return | 5.98% | 13.80%-7.8pp | 8.01%-2.0pp | 13.80%-7.8pp |
| Employer contribution / active EE | $17,176 | $10,386+65.4% | $29,475-41.7% | $10,386+65.4% |
| Participant deferral / active EE | $0 | $448-100.0% | $735-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $637-100.0% | - |